Different Room roles have different functions available to them in the Room.

⚠️Good to know: Q&A roles are separate from Room roles. Learn more about Q&A roles here.

Buy side

 

Guest

Guests can view, print and save documents, if these accesses and functions have been allowed for them.
Guests cannot view the Reports menu, Manage menu or Item menu.
 

Sell Side

 

Limited viewer

Limited viewers can view, print and save documents, if these accesses and functions have been allowed for them.
Limited Viewers cannot view the Reports menu, Manage menu or Item menu.
 

Publisher

Publishers can add, delete, replace, move, enable and disable documents in the Room.
They can access the Manage Documents menu, but do not have access to Document Security.
Publishers cannot view the Reports, Manage Q&A, Manage Internal and External people, Manage Security, Manage Settings or Item menus.
 

Viewer

Viewers can access the Manage Documents, Manage Q&A, Sell Side and Buy Side but they have read-only access. They can see Disabled documents but can't access open or access them. They can see all Teams and People in the Buy and Sell Side, but can't see or edit Team permissions.

They can access the Reports menu but their Q&A Report access varies depending on if they are assigned a Q&A role or not. If they are assigned a Q&A role, they have access to the following Q&A reports:

  • Q&A summary
  • Q&A summary by date
  • Q&A aged questions
  • Q&A export to Excel

If they are not assigned a Q&A role, they only have access to the following Q&A Reports:

  • Q&A summary
  • Q&A summary by date

 

Administrator

Administrators have full access in the Room.
Administrators can access all Room menus, functions and reports.

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